Client Service Case Studies

Dr. Anya Sharma, a dedicated physician with a thriving practice, recently won $500,000 in the lottery. Navigating the tax implications while strategically managing her substantial student loan debt requires careful financial planning. Let's explore how we helped Anya optimize her winnings.

Confidently assess if a high EV/Sales ratio is justified for a promising but expensive healthcare tech stock, considering Dr. Anya's financial goals. Use this tool to compare to industry benchmarks and inform your investment decisions.

Rachel and Ben Foster, a tech-savvy millennial couple in Austin, are considering a radical lifestyle change: relocating to Buenos Aires. While excited by the prospect of lower living costs and a vibrant culture, they need a clear understanding of their actual purchasing power in Argentina compared to their current lifestyle.

Don't let short-term cash flow problems tarnish your hard-earned retirement. This calculator helps you explore alternatives to predatory payday loans after a significant liquidity event like selling your business.

Ensure your international investments aren't eroded by unfavorable exchange rates. This calculator quickly identifies potential arbitrage opportunities and helps you hedge your currency risk. Make smarter, safer global investment decisions today.

Eleanor Blackwell, a recent widow, inherited a substantial portfolio primarily comprised of a $1.8M Traditional IRA and $450K in taxable accounts. Navigating complex tax implications and estate planning considerations, Eleanor needed a strategy to generate sustainable income while preserving her legacy.

Planning your exit strategy? Use the P/S ratio to benchmark your company's valuation and maximize your sale price. This calculator provides a clear understanding of how your business compares to similar companies, empowering you to negotiate confidently.

Unlock the potential of tax-advantaged investing and boost your bond returns. This case study shows how a physician can optimize her portfolio with municipal bonds.

Uncover hidden profit potential in your business, free up cash flow, and supercharge your college fund with our ROCE calculator. Understand how efficient your business is and identify areas for immediate improvement. Make informed decisions that directly impact your bottom line.